Insightful Insights
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To the victor
Ben MacNevin
October 15, 2015
The fight for market share can be a long and bloody battle. The lucrative reward of market dominance, combined with the threat of obsolescence, spurns companies to engage in years, and even decades, of intense rivalry. But after competing for so long, it can be a small advance by one company which tips the balance and begins a positive feedback loop. Investors that can identify this tipping point may very well share in the spoils of the victor. continue…
by Ben MacNevin Posted in Insightful Insights.
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Disrupted! Investing in Change
Roger Montgomery
October 14, 2015
Whether you call it disruption, transformation or creative destruction, they are simply new age terms for change. Change is a constant in business and more often than not, the emergence of any competitor is generally disruptive to the incumbents, requiring a response that may be transformative, legalistic, regulatory, sunsetting or redefining in some other way. continue…
by Roger Montgomery Posted in Insightful Insights.
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Should you try to beat the equity market?
Tim Kelley
October 13, 2015
There are many aspects of personal finance and investment that apply to all of us. For example, with a bit of application we can all find a sensible trade-off between spending today versus saving for the future; we can all determine an asset mix with a reasonable balance of risk and return; and we can all go about our investing in a tax-effective way to maximise the long-term benefits. continue…
by Tim Kelley Posted in Insightful Insights.
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Board movement for September
Roger Montgomery
October 13, 2015
We wrote briefly last week about the tough September 2015 Quarter, so it is unsurprising that there were a lot of board movements over a range of industries. continue…
by Roger Montgomery Posted in Insightful Insights.
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Value the Quality
Roger Montgomery
October 12, 2015
Isentia (ASX: ISD) is a top three position across the Montgomery domestic funds and investors in The Montgomery Fund and The Montgomery [Private] Fund should be pleased to see the company’s shares reaching all time highs. continue…
by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.
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Treasury Wine Estates – Part 2
Stuart Jackson
October 9, 2015
In the second part of my series on the investment case for Treasury Wine Estates (TWE) given its leverage to a falling Australian dollar (AUD), we look at what is already factored into the share price. continue…
by Stuart Jackson Posted in Companies, Insightful Insights.
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Liberating our Malaise
Roger Montgomery
October 9, 2015
It’s hard not to think that the very intense spotlight being shined upon the US dollar makes it a key determinant of market direction in the near term.
Keeping in mind that none of this has any bearing on our investment process – which focuses our resources on the identification of high quality business, those with bright prospects, trading at rational prices – let’s take a quick look at how the currency might influence markets. continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights.
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What’s the deal with Infomedia?
Tim Kelley
October 8, 2015
Infomedia (ASX: IFM) has been going through a difficult period recently. At the time of releasing its full year results in August, it also announced the resignation of CEO Andrew Pattinson, effective immediately, and the retirement of long-serving NED Myer Herszberg. The company found itself in the awkward position of having a somewhat disappointing set of numbers to present, and no CEO to present them. continue…
by Tim Kelley Posted in Insightful Insights.
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Rollercoaster, but reasonable longer-term
Russell Muldoon
October 8, 2015
The one-year forward price-to-earnings (P/E) ratio for the S&P/ASX 200 Index has been on a rollercoaster recently. We would like to try to put a framework around the market movements to more-broadly understand the thinking around the volatility. continue…
by Russell Muldoon Posted in Insightful Insights, Market Valuation.
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Catastrophe risk
Scott Shuttleworth
October 7, 2015
The rewards in the stock market can be vast – why else would we spend so much time on it? But the risks can often go overlooked as we dream of retiring down at the beach tomorrow. One risk we would like to highlight is catastrophe risk. continue…
by Scott Shuttleworth Posted in Insightful Insights, Investing Education.
